APOLLO GLOBAL MANAGEMENT INC (APO) Institutional Ownership Changes & 13F Activity
APOLLO GLOBAL MANAGEMENT INC (APO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hsbc Holdings Plc, Capitalatwork S.A., Storebrand Asset Management As, Ensign Peak Advisors, Inc, and Advisors Asset Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Buy | +4,194 | +9.6% | 47,790 | $6.92M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +30 | — | 30 | $4.34K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -28,336 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Sell | -4,576 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Buy | +30,130 | +5.7% | 555,412 | $80.40M | Q4 2025 | Aug 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +13,191 | — | 13,191 | $1.91M | Q4 2025 | Aug 11, 2026 |
| Capitalatwork S.A. | Buy | +48,774 | +3.9% | 1,302,980 | $188.62M | Q4 2025 | Aug 07, 2026 |
| Flatrock Wealth Partners Llc | Buy | +2,606 | — | 2,606 | $290.37K | Q4 2025 | May 26, 2026 |
| Storebrand Asset Management As | Sell | -42,072 | -17.3% | 201,799 | $29.21M | Q4 2025 | May 20, 2026 |
| Ares Systematic Credit Ltd | Buy | +3,483 | — | 3,483 | $262.86K | Q4 2025 | May 19, 2026 |
| National Philanthropic Trust | Buy | +11,769 | +0.1% | 9,012,737 | $1.30B | Q4 2025 | May 15, 2026 |
| Knightsbridge Asset Management, Llc | Buy | +2,270 | — | 2,270 | $328.57K | Q4 2025 | May 15, 2026 |
| Independent Financial Group, Llc | Sell | -713 | -7.1% | 9,276 | $1.34M | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +4,959 | — | 4,959 | $717.87K | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +7 | — | 7 | $1.01K | Q4 2025 | May 11, 2026 |
| Vision Retirement, Llc | Buy | +4,516 | — | 4,516 | $653.69K | Q4 2025 | May 07, 2026 |
| Athena Wealth Management, Llc | Buy | +3,829 | — | 3,829 | $554.35K | Q4 2025 | Apr 17, 2026 |
| Red Reef Advisors Llc | Buy | +1,843 | — | 1,843 | $266.79K | Q4 2025 | Apr 08, 2026 |
| Osbon Capital Management Llc | Buy | +250 | — | 250 | $36.19K | Q4 2025 | Mar 16, 2026 |
| Winthrop Partners - Wny, Llc | Buy | +7,882 | — | 7,882 | $1.14M | Q4 2025 | Mar 12, 2026 |
| Hsbc Holdings Plc | Buy | +894,451 | — | 894,451 | $129.79M | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +76 | — | 76 | $11.00K | Q4 2025 | Mar 05, 2026 |
| Rehmann Capital Advisory Group | Buy | +17,392 | — | 17,392 | $2.52M | Q4 2025 | Mar 04, 2026 |
| Shp Wealth Management | Buy | +109 | — | 109 | $15.78K | Q4 2025 | Mar 04, 2026 |
| Td Capital Management Llc | Buy | +104 | — | 104 | $15.05K | Q4 2025 | Feb 26, 2026 |
| Midfirst Bank | Buy | +14,813 | — | 14,813 | $2.14M | Q4 2025 | Feb 25, 2026 |
| River Road Asset Management, Llc | Buy | +6,119 | — | 6,119 | $885.79K | Q4 2025 | Feb 24, 2026 |
| Bell Investment Advisors, Inc | Buy | +169 | — | 169 | $24.46K | Q4 2025 | Feb 24, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +1,848 | — | 1,848 | $267.52K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Buy | +26 | +24.5% | 132 | $19.11K | Q4 2025 | Feb 23, 2026 |
Frequently asked questions about APO activity
Which institutional owners are buying APO?
Institutional owners buying APO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in APO activity?
"Buy" means an investor increased their reported position in APO compared to the prior reporting period. This reflects growing exposure to APOLLO GLOBAL MANAGEMENT INC (APO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in APO increasing?
Institutional interest in APO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related APO Institutional Insights
- APO Overview
- APO 13F Institutional Holders
- APO Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- APO Insider Trading & SEC Form 4 Activity
- APO Articles
- Top Institutional Investor Stock Rankings